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Updated: 15th August 2026•Income-tax Act, 2025 (TY 2026-27)

Taxpayer Information Summary (TIS) Guide: Aggregated Taxable Values & ITR Pre-fill

करदाता सूचना सारांश (TIS) गाइड

Comprehensive guide to the Taxpayer Information Summary (TIS): a single-view, condensed statement derived from the Annual Information Statement (AIS) that provides aggregated 'Processed Values' used by the Income Tax Department for automated ITR pre-filling and processing.

Written by: Author Profile
Direct Tax & CA Review Panel

Chartered Accountancy Review Panel • Senior Direct Tax Review Desk

Reviewed & Fact-Checked by: Technical Review Panel
Tax Law & Dispute Review Desk

Tax Litigation & Legal Review Panel • Tax Appeal & Procedure Review Desk

Published: 1st April 2026•Last Updated: 15th August 2026•Last Reviewed: 15th August 2026

Key Statutory Highlights (FY 2026-27 (AY 2027-28))

Derived from AIS: TIS aggregates multiple line items from AIS into head-wise processed totals (e.g., total savings interest across 5 bank accounts).
Reported Value vs Processed Value: Displays the raw value reported by financial institutions alongside the 'Processed Value' adjusted after taxpayer feedback.
Automated ITR Pre-filling: The processed values shown in TIS directly auto-populate your online ITR-1, ITR-2, and ITR-4 forms on the e-filing portal.
Real-time updates: When you submit feedback on AIS transactions, the TIS processed value automatically recalculates in real-time.

Who is Eligible & When Does it Apply?

Applicability #1

All individual and corporate PAN holders filing annual tax returns.

Step-by-Step Procedure & Compliance Roadmap

1

Access TIS on e-Filing Portal

Log in -> Services -> AIS Tab -> Select 'Taxpayer Information Summary (TIS)'.

2

Review Head-Wise Processed Totals

Check summary totals for Salary, Rent, Dividends, Interest, and Sale of Securities.

3

Compare with Pre-filled ITR Schedule

Ensure numbers auto-populated into your ITR match the TIS processed values exactly.

Mandatory Documents Checklist

PAN, Aadhaar, Bank Interest Statements, Demat P&L, AIS statement

Common Mistakes & Compliance Risks to Avoid

•Modifying pre-filled ITR figures downwards without submitting corresponding feedback in AIS first.

Frequently Asked Questions

Can I edit the values in my ITR if they differ from TIS?

Yes, you can edit the pre-filled values in your ITR. However, if the values reported in your ITR are significantly lower than the processed values in TIS, the portal will display a warning and CPC may issue an automated mismatch notice under Section 143(1)(a).

Interactive Tax Calculators
Income Tax Calculator
Related Tax Knowledge
Annual Information Statement (AIS)Form 26AS Guide
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🛡️ Educational Disclaimer: FinSetu India is an independent educational guidance and calculation platform. Content is published for general citizen awareness based on applicable laws as of FY 2026-27 (AY 2027-28). We do not provide personalized legal/tax advice or file returns directly. Verify current applicable rules on official portals or consult a qualified Chartered Accountant / Tax Lawyer.